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Scope of Appointment (SOA) RequirementsSections 70.9.2, 70.9.3 and 70.9.4 of Medicare Marketing Guidelines (MM); *2014 MM Questions & Responses, dated 10.24.2013CMS considers ALL OneNote appointments
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What is scope of appointment soa?
Scope of appointment (SOA) is a document that outlines the specific products a licensed insurance agent or broker will discuss with a Medicare beneficiary during an appointment.
Who is required to file scope of appointment soa?
Licensed insurance agents or brokers who sell Medicare products are required to file a scope of appointment (SOA).
How to fill out scope of appointment soa?
Agents or brokers can fill out a scope of appointment (SOA) by documenting the specific products they plan to discuss with a Medicare beneficiary, along with the date, time, and method of the appointment.
What is the purpose of scope of appointment soa?
The purpose of a scope of appointment (SOA) is to ensure that the agent or broker only discusses the products agreed upon with the Medicare beneficiary during the appointment.
What information must be reported on scope of appointment soa?
The scope of appointment (SOA) must include the specific products to be discussed, the date and time of the appointment, the method of the appointment (in-person, phone, etc.), and the agent or broker's information.
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